Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,321 $37.9K 0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,303 $37.4K <0.01% -964 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,046 $30K <0.01% +710 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,021 $29.3K <0.01% -174 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 979 $28.1K <0.01% -1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 724 $20.4K <0.01% +177 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 695 $19.7K <0.01% +133 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 663 $19K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 554 $15.9K <0.01% +434 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 535 $15.3K <0.01% -1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 439 $12.5K <0.01% -715 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 389 $12.4K <0.01% -54 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 423 $12.1K <0.01% +179 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 370 $10.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 369 $10.6K <0.01% -49 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 370 $10.5K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 349 $10K <0.01% +45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Red Tortoise LLC More: the full row for Red Tortoise LLC 345 $9.88K <0.01% +2 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 340 $9.76K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 317 $9.09K <0.01% +116 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 287 $9K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 302 $8.66K <0.01% +129 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 300 $8.61K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 284 $8.06K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 280 $8K 0.01% +22 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 240 $6.89K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 217 $6.23K <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 212 $6K <0.01% +79 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 194 $5.57K <0.01% +92 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 190 $5.45K <0.01% +72 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 189 $5.42K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 175 $5.02K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 181 $5K <0.01% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 172 $4.95K <0.01% -1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 165 $4.73K <0.01% +66 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 158 $4.53K <0.01% +65 13F-HR Timeline Quarry LP More: the full row for Quarry LP 109 $3.13K <0.01% -1,008 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 104 $3K <0.01% -374 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 99 $2.81K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 92 $2.61K <0.01% +1 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 81 $2.32K <0.01% -796 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 76 $2.18K <0.01% -99 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 70 $2.01K <0.01% +33 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 60 $1.72K <0.01% new 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 56 $1.61K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 50 $1.44K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 42 $1.21K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 42 $1.21K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 26 $746 <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 23 $660 <0.01% -6 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 22 $632 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 21 $603 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12 $344 <0.01% 0 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 12 $344 <0.01% +5 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12 $342 <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11 $316 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 11 $316 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 10 $287 <0.01% +7 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9 $258 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $144 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $57 <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $29 <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $7 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.